NASHVILLE, TNCRD 285736Latest ADV February 23, 2026
Trusco Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Nashville, TN. Its latest Form ADV filing, dated February 23, 2026, reports $107M in regulatory assets under management, 2 employees, and 106 accounts.
Assets Under Management
$107M
Employees
2
Offices
--
Total Clients
30
Primary office
NASHVILLE, TN
2932 FOSTER CREIGHTON DR, NASHVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
30
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$107Mas of February 23, 2026
Discretionary97.7%
$105M
98% of total RAUM97.7%
Non-discretionary2.3%
$2M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$107M
Total Accounts106
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee15:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.